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FBR Mid Cap Investor (FBRMX)

12.65 Down 0.03(0.27%) 27 Oct

Prev Close:12.65
YTD Return*:7.05%
Net Assets*:17.73M
Yield*:0.01%

* As of 30-Sep-12

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for FBRMX at this time.

Top Holdings

Symbol% AssetsYTD Return %
TIF3.05-5.78
ROP2.8426.21
MGA.TO2.6634.75
PLL2.5713.68
MAT2.5630.48
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:
Total Assets:17.73M
Category:Mid-Cap Blend
Total Expense Ratio:1.35%
Fund Profile | Holdings

Performance & Risk

YTD Return:7.05%
5y Avg Return:4.13%
Rank in Category (ytd):87
% Rank in Category (ytd):20.33%
Beta (3y):0.98
Morningstar Risk Rating:1
Performance Details | Risk Details

Fund Summary

The investment seeks capital appreciation. The fund invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in securities of mid-cap companies. The adviser considers mid-cap companies to have market capitalizations of greater than $2 billion and less than $15 billion at the time of purchase. It may invest up to 20% of its net assets in equity securities of companies with smaller or larger market capitalizations. The fund is non-diversified. View More
Fund Profile
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